WBBIX Mutual Fund

WBBIX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.92%
3 Months
+1.14%
6 Months
+3.15%
YTD
+6.11%
1 Year
+8.60%
3 Years (annualized)
+9.57%
5 Years (annualized)
+4.76%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+6.28%
vs Peers
-0.17%

WBBIX Mutual Fund Performance

WBBIX performance across multiple time periods: 1-month 0.92%, YTD 6.11%, 1-year 8.60%, 3-year 9.57%, 5-year 4.76%, 10-year 6.94%.

WBBIX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

WBBIX vs another fund shows side-by-side returns. WBBIX alternatives are available in the Mutual Fund Screener.